Who is on this subjectordered by the date of their first quote here
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 25 May 2026 — a date, and nothing else. It is not a claim about who reached a view first.
-
Marc Rowan
2
thin
25 May 2026 – 4 Aug 2026
+0 d
-
Howard Marks
2
thin
12 Jun 2026 – 12 Jun 2026
+18 d
The chronologysourced and dated, oldest first
-
-
Marc Rowan
Rowan commits to 100% daily pricing across Apollo's entire credit business by September 30.
“By ninethirty, all investors will have daily pricing for direct lending and asset backed finance also. That essentially means the totality of our credit business will be 100% daily pricing by ninethirty.”
-
Howard Marks
Marks reports roughly 700 direct lending managers now manage $1.7 trillion in a favorable economy that made many extremely successful.
“So the the the And the availability of that $1,700,000,000,000 put a lot of people into business and made a lot of people extremely successful along with a very favorable economy”
-
Howard Marks
Marks admits he didn't foresee private credit growing from zero to $1.7 trillion in fifteen years.
“I didn't foresee the growth of private credit, which the part of private credit which loans money for mid sized buyouts we call direct lending.”
-
Marc Rowan
Rowan references recent gating of direct lending funds as negative liquidity discussion in the industry.
“The most recent discussion that's had across our industry on liquidity has been in the negative context of the gating of direct lending funds over the past few months.”
-